Page 1 - How do I Remove Out Year Budgets and Budget Periods on a Proposal V102

Removing Out Year Budgets on a Proposal V102

How do I Remove Out Year Budgets and Budget Periods on a Proposal V102?

Overview

In some cases, it may be required that you remove out year budget periods. If this is the case, you are required
to remove all budget lines on all projects for the budget periods you wish to remove before actually removing
the budget periods from the Proposal. This job aid outlines the detailed steps that need to be taken to complete
this task.

How to Use Job Aid for Multiple Types of Requests

This job aid will be used for multiple Types of Requests; therefore, it utilizes abbreviations and boxes to draw
attention to where a specific action might be different depending on the type of request. The Steps utilize a grid
that uses these abbreviations and meanings:

 N/R – Steps may be completed for New/Renewal and PAN to Full
 C/S – Steps may be completed for Continuation/Supplement
 IP – Steps may be completed for Initial PAN (New/Renewal)

In some cases, user knowledge and discretion will still need to be used to determine whether or not the
Grant/Contract requires a specific action.

Navigation

 Worklist OR

Navigator > Grants > Emory Award Setup > Emory Award Setup Entry Page

Steps To Be Completed

A. Remove Out Year Budget Line Items
B. Remove Out Year Budget Periods

Generating an Award

Use one of the following two scripts to navigate to the Award Request page in Compass. You can either navigate through
your worklist or directly come through the Compass pages.
How do I Navigate to Award Request through my Worklist

How do I Navigate to Award Request using Compass Pages
In both cases, the Award Setup Request page displays.

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Emory Confidential and Proprietary Last Revised on 2/19/2018 Return to Table of Contents